Physician Wealth Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Physician Wealth Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$102K	Hold	4,470	–	–	0.01%	272
2025 Q4	$103K	Hold	4,470	–	–	0.01%	268
2025 Q3	$103K	Hold	4,470	–	–	0.01%	268
2025 Q2	$103K	Hold	4,470	–	–	0.02%	259
2025 Q1	$102K	Hold	4,470	–	–	0.02%	250
2024 Q4	$99.2K	Buy	+4,470	New	+$101K	0.02%	258

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

SCA

Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return

Physician Wealth Advisors's IBTM Position: Q1 2026 in Review

Physician Wealth Advisors held its iShares iBonds Dec 2032 Term Treasury ETF (IBTM) position steady in Q1 2026 at 4,470 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #272.

Physician Wealth Advisors first reported a position in IBTM in Q4 2024 and has held it in 6 quarters since. The position peaked at $103K in Q3 2025. 115 funds tracked by Wall St. Rank hold IBTM as of Q1 2026.

Physician Wealth Advisors held 4,470 shares of iShares iBonds Dec 2032 Term Treasury ETF worth $102K as of Q1 2026.
Physician Wealth Advisors left its iShares iBonds Dec 2032 Term Treasury ETF share count unchanged in Q1 2026.
iShares iBonds Dec 2032 Term Treasury ETF made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #272 holding.
Physician Wealth Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $103K in Q3 2025.
115 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.